Managers of Wealth Americas

SEI Appoints Chief Revenue Officer for U.S. Private Banking Business

Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth

Franklin Templeton adds new face to global equity income fund

Colin Lee has joined Peter Sartori and Warren Pustam on their Global Leaders fund.

Provident Bank appoints Annamaria Vitelli as CGO, Beacon Trust

Most recently, she served as Executive Vice President, Head of Hawthorn at PNC Private Bank.

Truist appoints new leadership for Truist Wealth and Premier teams in Texas

Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director

Sun Life announces the appointment of Tom Murphy as President, Sun Life Asset Management

Company brings all asset management businesses together under one pillar

KeyBank Promotes Alessi to Regional Director of Wealth and Estate Planning, Miles to Market Leader of Key Private Bank

Alessi will lead wealth management teams throughout the KeyBank’s East Region, including offices in New York, New England, Eastern Pennsylvania and Florida.

Going beyond traditional wealth management is in demand says JPMorgan Private Bank

William Sinclair tells InvestmentNews about the bank’s new lifestyle offering

Matthew Bower joins Northwest Bank in newly created role of Managing Director, Wealth Management

Bower will lead efforts to enhance and grow the bank's existing wealth management offerings, driving strategic growth

Citi Reincorporates Ramón Pacios as Wealth Group Executive

According to the post on the professional social network, Pacios, with more than 32 years of experience in the industry, “is a proven leader who has led national and international teams”

Citi poaches BofA banker for vice chair of tech investment banking

Ric Spencer was global co-head of technology investment banking in BofA.

Bank of America hired a new head of aerospace and defense banking from Deutsche Bank

As deal flow increases, Bank of America has hired a veteran of the field to take the lead.

Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager

She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst.

Brown Rudnick litigation co-chairs launch New York boutique

Michael Bowe and Lauren Tabaksblat launch firm focused on impact litigation with team of 13

US Bank appoints new president of Affluent Wealth Management

In the new capacity, Jodi Rolland will also serve as CEO for USBI and USBA.

$7B RFG Advisory Hires Ed Swenson as President

The former head of RIA solutions at Osaic has landed at hybrid RIA platform RFG Advisory.

CIBC names Freeborn, Traboulsi to head global investment banking

Canadian Imperial Bank of Commerce appointed Mike Freeborn and Alfred Traboulsi co-heads of global corporate and investment banking.

Crédit Agricole CIB Appoints Natacha Gallou to Head the Americas

The position is effective October 1, 2025.

Mesirow appoints three new members to firm's Board of Directors

“We are delighted to welcome Jennifer, Mike, and Joe to the Board,” said Richard S. Price, Executive Chairman and CEO of Mesirow.

Americana Partners Expands Product Offering With New Houston Hire

Houston Firm Welcomes Franklin Ruben, Advisor Specializing in High Income Municipal Bonds

HSBC Appoints Victor Matarranz as Head of International Wealth and Premier Banking for Americas and Europe

Victor joins HSBC from Banco Santander where he spent 13 years in senior leadership roles in Madrid and London

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